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Financial Planner – Inherit an Established HNW Client Bank & High-Quality Leads
Existing HNW Clients | High-Quality Leads | Flexible Working
Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals, ongoing high-value leads (typical client £500k+ to invest), and a generous bonus scheme that will see you earn well into six figures.
Salary: Up to £75,000 + Bonus (OTE £100,000+)
What’s in It for You?
Existing HNW Client Bank – Step into an established portfolio from retiring advisersHigh-Quality Leads – Clients with an average portfolio of £500k+ from professional introducers and digital channelsExcellent Bonus Scheme – Rewards for both client retention and business growthComprehensive Benefits – DIS, flexible benefits, pensionFlex Working – Hybrid model with office and home-based optionsFull Support – Dedicated IFA, Paraplanning, Compliance, and Administration teamsCareer Growth & Study Support – Ongoing professional development towards Chartered status
Your Role
- Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice.
- Convert warm, high-value leads into lasting client relationships.
- Deliver expert advice across investments, pensions, estate planning, and protection.
- Work alongside a skilled paraplanning and compliance team to ensure seamless client service.
- Maintain the highest ethical and compliance standards while driving business growth.
About You
Level 4 Diploma in Financial Planning (CII/Chartered/Certified) – Chartered status desirable but not essential.Experience as a Financial Planner, IFA, or Wealth Manager, ideally dealing with HNW clients.Proven ability to build, retain, and grow a profitable client book.Strong relationship-building and business development skills.
If you’re looking for a high-reward opportunity with ready-made clients, strong lead flow, and six-figure earning potential, we’d love to hear from you.
